Tax Advisor

Space 8 Recruitment

Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Trust & Estates Tax Advisor. (This role is offered on a remote or hybrid basis)

This modern, forward-thinking practice has 2 offices in Warwickshire and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 40 staff and offers a comprehensive benefits package including remote / hybrid working.

This role could be offered on a part or full time basis.

• Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief
• Assess client's circumstances to recommend appropriate wealth structures, such as trusts or family investment companies
• Identify and implement legitimate tax planning opportunities for individuals and business owners
• Advise on and manage the ongoing implications of trust structures, including the 10‑year periodic tax charge and exit charges
• Maintain accurate records and prepare detailed, clear client reports and financial planning documents
• Keep up to date of legislative changes and HMRC guidance that affect clients' tax and estate planning

Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.

This role could be hybrid or remote, full or part time. Benefits include 35 days holiday. Considerable bonus.

If you are a Personal Tax Advisor please apply straight away. We would love to chat with you in confidence.